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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-08-01 |
| FL | RA | APPROVED | 2024-07-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bbva Compass | Fleming Island | FL | 07/2018 | 05/2019 |
| Bespoke Surfaces Llc | Jacksonville | FL | 07/2016 | 08/2018 |
| Citigroup | Jacksonville | FL | 09/2023 | 06/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 05/2019 | 09/2023 |
| Bank Of America, N.A. | Jacksonville | FL | 05/2019 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 06/2024 | Present |
| Bank Of America, N.A. | Jacksonville | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-02 |
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